[Edaily Reporter PARK MIN ] Domestic cybersecurity stocks, including GENIANS, INC.(263860)and SANDS LAB Inc.(411080), are showing strength in early trading on the 28th. This is believed to be driven by buying interest following calls from global Big Tech companies such as OpenAI and Anthropic for a joint response to cyberattacks that exploit artificial intelligence (AI).

According to MP Doctor, as of 9:14 a.m. today, GENIANS, INC. is trading at 17,140 won, up 18.53% from the previous trading day, while SANDS LAB Inc. is trading at 4,740 won, up 16.18% from the previous trading day. In addition, buying interest is flowing into other information security-related stocks, such as SGA CO., LTD. (+5.25%), RaonSecure Co., Ltd. (+4.29%), and MONITORAPP CO., LTD. (+4.39%).

This is believed to be driven by warnings from global Big Tech companies that as AI technology advances, cyberattacks will also become more sophisticated, which has stimulated investor sentiment toward the security industry.

Earlier, on the 27th (local time), OpenAI released an open Seohan titled “A Call for Collective Action on Cyber Defense.” The Seohan was signed by over 100 companies and organizations, including not only AI and cloud firms such as OpenAI, Anthropic, Google, Microsoft, AWS, and Oracle, but also major security firms like CrowdStrike and Palo Alto Networks.

They emphasized the need to rapidly strengthen defensive capabilities, noting that AI-powered cyberattacks are likely to become more widespread and sophisticated in the coming months. In particular, they warned that AI-powered attacks could threaten critical social infrastructure—such as hospitals and water treatment facilities—beyond just internet services.

They particularly stressed that efforts should go beyond merely blocking attackers’ use of AI; defenders must also be provided with powerful AI models and tools to automate vulnerability detection, security testing, and patching. This implies that in the AI era, cybersecurity could shift to a competitive dynamic of “attack AI versus defense AI.”

Consequently, investor interest in the domestic stock market is growing, particularly in companies that possess AI-based security technologies.

GENIANS, INC. has strengths in the areas of Network Access Control (NAC) and Endpoint Detection and Response (EDR). NAC is a solution that identifies PCs, servers, and IoT devices connecting to a network, verifies their security status, and controls access, while EDR is a technology that monitors anomalous behavior occurring on endpoints such as PCs and servers in real time to detect intrusions and track and respond to attack paths.

SANDS LAB Inc. is also an AI-based cybersecurity company with a track record of carrying out the government’s project titled “Development of a Cybersecurity-Specialized Large Language Model (LLM) to Curb the Adverse Effects of AI and Construction of a Demonstration Platform.”

However, since today’s rise in cybersecurity stocks is largely driven by thematic buying fueled by concerns over global AI security threats and expectations for industry growth, some observers point out that investors should closely examine individual companies’ earnings and business progress.

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